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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,191 | $88,754-63.7% | $81,820-60.7% | $145,877-77.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 15.58% | 1031.77%-1016.2pp | 777.93%-762.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,435 | $3,085-53.5% | $2,915-50.8% | $4,663-69.2% |
| Participant deferral / active EE | $1,832 | $4,648-60.6% | $4,323-57.6% | $6,691-72.6% |
| Admin fee / account holder | $810 | $8,424-90.4% | $7,391-89.0% | $13,402-94.0% |